When 3 Gigawatts Vanished From the Grid
From Texas and Ireland to Northern Virginia, large industrial and computational loads are becoming a new class of power-system contingency.
Who Is Financing the AI Buildout, and Where Is the Risk Going?
AI financing has reached record levels but is concentrated among a few firms and increasingly relies on strategic capital, debt, private credit, leases, and cross-holdings—creating substantial risk if demand, margins, or valuations disappoint.
Morgan Bazilian
The Moratorium Map: How the AI Boom Is Redrawing the Geography of Power and Permission
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens
The Climate Outside the Fence: Why cooling conditions belong in every AI data-center siting model
The International Energy Agency’s July 2026 Electricity Mid-Year Update identifies expanding data-center capacity as one of the structural forces accelerating global power demand. The IEA expects worldwide electricity consumption to grow 3.6 percent in 2026 and 3.8 percent in 2027, reaching approximately 30,700 terawatt-hours. Its more focused April assessment of energy and artificial intelligence estimates that data-center electricity consumption increased 17 percent in 2025, while consumption
Brandon Owens
